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Rocket Cos shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Rocket Cos

Tip: Access up to 7 years of quarterly data

All positions including Rocket Cos held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rocket Cos by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 57k 19.36
2025-09-30 $1.1M 54k 19.38
2025-06-30 $1.0M 72k 14.18
2025-03-31 $831k 67k 12.36

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Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Rocket Cos

Vanguard Group
Nuveen
ValueAct Holdings
Susquehanna International
FMR
Slate Path Capital
Robeco Investment Management
Citadel Advisors
Durable Capital Partners
Toroso Investments
Balyasny Asset Management
BlackRock
Goldman Sachs Group
PointState Capital
Jpmorgan Chase & Co

View all funds holding Rocket Cos